Longs
Sep 21, 2026
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11 min read
Talking more in-depth of why we own OSW in a high oil price environment
Aug 4, 2026
2 min read
Why we've gone long HIMS once again, as the narrative has changed in favor for long-term success
Jun 29, 2026
3 min read
A Planet Micro Cap Conference Presentation
+1
Apr 19, 2026
12 min read
Why Nektar Therapeutics atopic dermatitis (AtD) drug could be significantly undervalued despite being a potential second-line drug treatment option
Feb 4, 2026
19 min read
Why we think this biotech trade, while popular, has limited downside risk in the event no suitor comes to scoop them up.
Jan 5, 2026
34 min read
Why a more dangerous everyday environment is allowing this stock to take advantage
Dec 9, 2025
21 min read
An update on Owlet (OWLT) after a ~226% run-up
Bankruptcy
+2
Dec 2, 2025
5 min read
An open discussion with David Helderman, Director of Investor Relations at WW International (WW)
Nov 13, 2025
25 min read
Going over earnings and our thoughts given updated information
Oct 7, 2025
Rehashing the math after lowering FY'25 guide
Oct 2, 2025
4 min read
An open discussion on the opportunity with SNWV
Sep 22, 2025
6 min read
Why we're bullish on Sanuwave Health, and why a post-Q2 earnings pullback makes for a compelling opportunity to potentially >2x
Sep 8, 2025
23 min read
An update on DKS/FL, LNSR and new ideas for PRPL and LE
Aug 25, 2025
22 min read
Why a slimmed down version of Weight Watchers might be poised to take on the next stage of weight loss
Aug 11, 2025
Why we're excited about a small(ish) company in Maple Leaf country
Jul 23, 2025
9 min read
Why we decided to buy OneSpaWorld (OSW) with just a few hours of research
+3
Jun 5, 2025
SHCO, LNSR, LQDA, CPRI, GENK, DKS, and HIMS
May 14, 2025
14 min read
Why the recent earnings selloff leaves us confused, but unfazed.
Apr 17, 2025
26 min read
Why we've decided to look at this opportunity after an >50% drawdown from recent highs
Mar 24, 2025
ALC is getting a sweetheart deal and grossly undervalues LNSR
Mar 19, 2025
18 min read
Taking a look at the CPRI trade w/ new info and why BBW is looking good after that earnings print
Feb 24, 2025
Growing procedural market share, inflecting positive FCF, and a growing recurring revenue segment
Jan 21, 2025
24 min read
Going over SHCO, LQDA, Capri (CPRI), Tile Shop (TSSH), and the FDA.
Jan 7, 2025
Why we think the path to a 2x for LQDA is likely
Dec 8, 2024
A follow-up to our original note on why we're bullish on DAKT
